Roles

A role is a set of permissions assigned to staff. Permissions determine which areas a staff member can view or manage. A staff member can have more than one role, so review their combined access.

Review roles

1. Open Settings → Roles.
2. Select a role to review its assigned staff.
3. Choose Edit to inspect or change the role’s permissions.
4. Open Settings → Staff and edit a staff member to see or change their assigned roles.

Create a role for a job

Create roles around the work people actually do. For example, a Front Desk role may need member and booking access, while an Instructor may need class and attendance tools. Give each role only the access required for those responsibilities.

Use Create a Custom Role to choose permissions. If a staff member needs broader access, update their assigned roles rather than sharing an owner’s login.

Assign or remove staff access

• Invite a Staff Member to add a new person.
• Manage Role Users to review role assignments and change them from a staff record.

Clearing a role from a staff member’s record removes the permissions granted by that role. If they have other roles, those permissions remain.